See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,232 | $144,119-68.6% | $117,854-61.6% | $147,584-69.4% |
| Participation rate | 41.2% | 83.4%-42.2pp | 79.7%-38.5pp | 82.8%-41.7pp |
| Annual return | 17.44% | 531.15%-513.7pp | 335.08%-317.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $457 | $4,896-90.7% | $3,786-87.9% | $4,876-90.6% |
| Participant deferral / active EE | $2,283 | $5,316-57.1% | $4,482-49.1% | $5,439-58.0% |
| Admin fee / account holder | $410 | $10,886-96.2% | $8,020-94.9% | $10,885-96.2% |